Winning the Business

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$525.00
Available
Seats Available
More Information
Instruction Hours 16
Topics Winning the Business
Programs Certified Personal Risk Manager (CPRM)
Start Date Nov 12, 2020
End Date Nov 20, 2020
Learning Options Online Instructor-Led

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Topics Covered: Covered

  • Preparing To Win The Business
  • The Client Buying Decision Process
  • The Process of Selling The Diagnostic Appointment
  • Advanced Client Communication
  • A Practical Approach – Presentation and Referrals
Accommodations not applicable for Online Courses.

This workshop style, hands-on working session helps you to understand both the broker side and the company side of serving these clients. Successful role play is a part of the course and great way to polish your skills and knowledge.

Topics Covered: Covered

  • Preparing To Win The Business
  • The Client Buying Decision Process
  • The Process of Selling: The Diagnostic Appointment
  • Advanced Client Communication
  • A Practical Approach – Presentation and Referrals
Faculty

Faculty Name

Beverly Raiford

Bio Detail

Beverly Messer-Raiford has 43 years of experience in the risk and insurance industry, most recently serving as Senior Vice President of Academic Development at The National Alliance for Insurance Education & Research, Austin, Texas. During her nearly 12 years there, she had responsibilities for developing, managing, and maintaining the insurance designation program CIC and the advanced programs - James K. Ruble Seminars. She led the development of the newest designation of The National Alliance - the Certified Personal Risk Manager (CPRM) Program. Beverly began her insurance career in 1975 in Northwest Indiana and during her 32 years in the agency business, her responsibilities included all aspects of sales and agency operations. In 2007, she sold her interest in the agency and joined The National Alliance. In 1991 and again in 2002, Beverly was recognized as the Insurance Agent of the Year by the Independent Insurance Agents of Indiana (IIAI). Beverly served two terms as national president of the Safeco Agent Advisory Council and chaired the CIC Indiana Liaison Committee for 10 years. She held leadership positions on the Mid America Technical Conference, Hammond Education Foundation, and local and state Insurance Women organization. Beverly earned the CIC designation in 1991, the CISR designation in 2007, and the CRM designation in 2008.